Capstone Triton Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Capstone Triton Financial Group’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,208	Closed	-$223K	–	122
2026 Q1	$223K	Buy	+5,208	New	+$242K	0.39%	56
2022 Q2	–	Sell	-45,119	Closed	-$816K	–	110
2022 Q1	$816K	Sell	45,119 -2,331	-5%	-$42K	0.57%	56
2021 Q4	$827K	Buy	47,450 +787	+2%	+$13.6K	1.67%	21
2021 Q3	$809K	Sell	46,663 -1,513	-3%	-$26K	0.49%	53
2021 Q2	$819K	Sell	48,176 -1,856	-4%	-$32.3K	0.5%	49
2021 Q1	$821K	Buy	50,032 +344	+0.7%	+$5.93K	0.54%	46
2020 Q4	$908K	Buy	+49,688	New	+$896K	0.56%	44

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Capstone Triton Financial Group's SGOL Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 5,208 shares — an estimated $223K sold.

Capstone Triton Financial Group first reported a position in SGOL in Q4 2020 and held it in 7 quarters. The position peaked at $908K in Q4 2020. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Capstone Triton Financial Group reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 5,208 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $223K.
Capstone Triton Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 7 quarters.
Capstone Triton Financial Group's abrdn Physical Gold Shares ETF position peaked at $908K in Q4 2020.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.